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Essel Funds Management Company Ltd Mutual Funds Investments

11

Schemes

₹ 700 Cr

Total AUM

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Essel Large Cap Equity Fund (G)
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Investment Duration5 years

₹ 0

Total Investment

₹ 0

Wealth Gained

₹ 0

Total Corpus Created (₹)

With assumed returns of 11.25 %

About Essel Funds Management Company Ltd

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Essel Funds Management Company Ltd manages assets worth 700 crores and was set up on 9 April 2009. It's current offering of mutual fund schemes includes 29 equity,14 debt and 32 hybrid funds.See top Essel Funds Management Company Ltd funds

Essel Mutual Fund is registered with SEBI. It is wholly-owned subsiadiary of the Essel Group. The compnay offers optimal allocation between credit, liquidity and duration drivers.

Top Essel Finance Mutual Fund Schemes

Essel Large Cap Equity Fund (G)

Essel Large Cap Equity Fund (G)

Large Cap

₹ 94 Cr

Fund Size

8.1%

3Y returns

Essel Flexi Cap Fund (G)

Essel Flexi Cap Fund (G)

Diversified

₹ 185 Cr

Fund Size

N/A

3Y returns

Essel Liquid Fund Unclaimed Redemption and Dividend Plan greater than 3 years (G)

Essel Liquid Fund Unclaimed Redemption and Dividend Plan greater than 3 years (G)

Liquid

₹ 51 Cr

Fund Size

N/A

3Y returns

Essel Ultra Short Term fund (G)

Essel Ultra Short Term fund (G)

Ultra Short

₹ 26 Cr

Fund Size

5.1%

3Y returns

Essel Liquid Fund Unclaimed Redemption and Dividend Plan less than 3 years (G)

Essel Liquid Fund Unclaimed Redemption and Dividend Plan less than 3 years (G)

Liquid

₹ 51 Cr

Fund Size

5.4%

3Y returns

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Essel Finance Mutual Funds NAV Chart

Essel Large Cap Equity Fund (G)
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NAV ()

Key Fund Information

Essel Funds Management Company Ltd manages assets worth 700 crores and was set up on 9 April 2009. It's current offering of mutual fund schemes includes 29 equity,14 debt and 32 hybrid funds.

Founded

4 December 2009

Incorporated

9 April 2009

Sponsors

Essel Finance Wealth Zone Private Limited

MD & CEO

Mr. Rajiv Shastri

Trustee

Essel Mutual Fund Trustee Limited

CIO

Mr. Viral Berawala

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Contact information

Essel Funds Management Company Ltd Address

"Peerless Mansion" 3rd Floor, 1Chowringhee Square, Kolkata- 700067

Phone & Fax

  • tel-amc-about
    033-40185000

How investing in Essel Finance Mutual Funds with Scripbox saves you time and effort

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About Essel Mutual Fund (Peerless)

Essel Mutual Fund is registered with the Securities and Exchange Board of India (SEBI). Essel Finance Wealth Zone Pvt. Ltd is its sponsor and Essel Finance AMC Limites is the investment manager. Essel MF Trustee Limited is its trustee company.

Essel Finance Wealth Zone (EFWZ) is a wholly-owned subsidiary of Essel Finance Management LLP. It is the holding company of all financial services related businesses of the Company. 

Essel Group is one of India’s most prominent business houses. It has its foothold into the entertainment, media, packaging, infrastructure, education, precious metals, and technology sectors. 

EFWZ was incorporated on 5th February 2008. Essel Finance strives to bring in the latest innovations and offer the best value to its investors. They follow the principle of innovation clubbed with faith being the key to their growth.

In addition, Essel Finance offers a wide range of financial services and products to its customers. Some of the services provided by the Company are – SME Business Loans, Housing Finance, Forex, Private Equity, Investment banking, and distribution.

The objective of the Essel Mutual Fund is to generate risk-adjusted returns for its investors. They offer optimal allocation between credit, liquidity, and durations drivers. They strive to achieve this based on the research of macro-economics, technical and market trends.

How to Invest in Essel Mutual Funds via Scripbox?

Time needed: 30 minutes.

Invest online in Fund house via Scripbox. It is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

  1. Visit the Scripbox Website for a list of Investment Plans

    On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in Mutual Fund Scheme, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment

  2. Sign up to create an account

    If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can select “Every month SIP” or “One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Click on the “See Recommended Funds” to proceed for investment.

  3. Check the Plan and Fund Allocation

    A list of mutual funds to invest online and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount.” Now click on the”Next” button to make the payment.

  4. Bank Details and Money Transfer

    In the last step, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In Essel Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund companies. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

  • Photograph
  • Pan Card
  •  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
  • KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

One can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

Fund Managers of Essel Mutual Fund

Fund Managers are professionals who manage various assets. They help investors achieve their financial goals. They are the person who directs the fund management decisions.

Moreover, choosing an active fund manager for managing your investments is one of the most important things to do. 

Here is a list of top-performing Fund Managers. These funds managers are from Equity as well as Debt Schemes.

Equity Fund Managers

Mr. Saravana Kumar

Mr Kumar is the Fund Manager – Equity at Essel Mutual Fund. He is associated with the Compnay since 2019. 

Earlier, he worked with LIC Mutual Fund where he held the position of  Head of Investments from October 2013-15. He also worked with AIA Life Insurance Co. Ltd. as CIO from 2009-13. From 2003 to 2009 he worked at ICICI Bank Limited as Deputy GM. He was also a Fund Manager at SBI from 2001-03.

Academically, Mr Kumar holds an Engineering Degree in Electronics & Telecommunications. In addition, he has also done his MBA in Finance from IIM Bangalore. He is also a CAIIB. 

Mr. Pradeep Sukte

Mr Sukte is the Dealer – Equity and Fund Manager at Essel Finance AMC Limited. At Essel Mutual Fund he manages the Essel Arbitrage Fund.

Earlier he worked with various firms in different capacities. Some of the firms he had work experience with were:

  • Sahara Asset Management Company Private Limited
  • IDFC Securities Limited
  • Quantum Securities Private Limited
  • UTI Securities Limited
  • HDFC securities Limited

Academically, Mr Sukte is a B.Com Graduate and a  CFA. 

Mr. Suraj Makhija

Mr Makhija is the Vice President – Fund Management at Essel Mutual Fund. Presently, He manages the Essel Large Cap Equity Fund.

Earlier, he has worked with Reliance Nippon Life Insurance as Fund Manager – ULIP and Research Analyst.

Academically, Mr Makhija has completed the CFA program of CFA Institute (USA). Besides, he is also an MBA from K.J. Somaiya Institute of Management and a Chartered Accountant.

Debt Fund Managers

Mr. Archit Shah

Mr Shah is the Fund Manager- Fixed Income at Essel Mutual Fund. He has been associated with the company since 2017. 

Earlier he worked with I-Peritus Solutions and Services Private Limited as Research Analyst in 2009. Later, in 2010 he joined CRISIL Global Research & Analytics as Research Analyst. He also worked with Acko General Insurance in 2017 as the Head of Investments.

Presently, at Essel Mutua Fund he manages an AUM of Rs. 531cr invested in 45 schemes. The following are some of the schemes he manages-

  • Essel Short Term Fund and Essel Liquid Fund
  • Essel 3 in 1 Fund and Essel Ultra Short Term Fund Super Institutional Plan

Academically, Mr Shah holds a B.Com degree from the Narsee Monjee College of Commerce and Economics. He is also an MBA in Finance from the N. L. Dalmia Institute of Management Studies and Research. In addition, he is also a Chartered Financial Analyst from the CFA Institute.